Job Information

Working in partnership with an independent Financial Advisory Practice, I am currently recruiting for an experienced Paraplanner to join a smaller support team within their Ilkley-based offices.

As a Paraplanner you will work alongside the Financial Planner and the Support Team, offer technical assistance and ensure an excellent service is provided to their clients.

Duties will include but will not be limited to;

• Fund/Product Research
• Preparing and Implementing Recommendations
• Preparing/Writing Suitability Report Letters
• Maintain up to date industry knowledge and awareness by attending training days

The successful Paraplanner must have worked within a Financial Planners doing a similar role and must have the Level 4 Diploma in Financial Advice.




For further information please search `Cameron James Professional Recruitment`, visit our website and contact Simon Wong.